Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,136
Closed -$1.35M 185
2024
Q4
$1.35M Sell
2,136
-192
-8% -$121K 0.06% 44
2024
Q3
$1.8M Buy
+2,328
New +$1.8M 0.09% 39